Claris Advisors’s RBC Bearings RBC Stock Holding History

Claris Advisors’s Portfolio RBC Stock Details RBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$299	–	896
2024 Q3	$299	Buy	+1	New	+$288	﹤0.01%	833

Other funds holding RBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Claris Advisors's RBC Position: Q4 2024 in Review

Claris Advisors sold out of RBC Bearings (RBC) in Q4 2024, closing a stake of 1 share — an estimated $299 sold.

Claris Advisors first reported a position in RBC in Q3 2024 and held it in 1 quarter. The position peaked at $299 in Q3 2024. 398 funds tracked by Wall St. Rank hold RBC as of Q4 2024.

Claris Advisors reported no remaining RBC Bearings position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 RBC Bearings share in Q4 2024, an estimated $299.
Claris Advisors first reported a position in RBC Bearings in Q3 2024 and held it in 1 quarter.
Claris Advisors's RBC Bearings position peaked at $299 in Q3 2024.
398 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.